GWP
Gateway Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $942K | Buy |
9,496
+3,984
| +72% | +$395K | 0.18% | 127 |
|
|
2025
Q1 | $545K | Buy |
5,512
+878
| +19% | +$86.8K | 0.12% | 174 |
|
|
2024
Q4 | $449K | Buy |
4,634
+1,270
| +38% | +$123K | 0.12% | 181 |
|
|
2024
Q3 | $341K | Buy |
3,364
+703
| +26% | +$71.2K | 0.09% | 196 |
|
|
2024
Q2 | $258K | Sell |
2,661
-143
| -5% | -$13.9K | 0.08% | 222 |
|
|
2024
Q1 | $275K | Buy |
2,804
+360
| +15% | +$35.3K | 0.1% | 183 |
|
|
2023
Q4 | $243K | Sell |
2,444
-3,264
| -57% | -$324K | 0.1% | 181 |
|
|
2023
Q3 | $537K | Buy |
5,708
+570
| +11% | +$53.6K | 0.1% | 118 |
|
|
2023
Q2 | $503K | Buy |
+5,138
| New | +$503K | 0.09% | 124 |
|